We Create


that are tailored to your needs and goals.

How To Begin

We begin every relationship with a brief conversation regarding your current situation, your short- and long-term goals, and what you have to work with to accomplish your goals.

Then we initiate our 3 step review process which involves:

  1. We have an in depth conversation to gain a clear understanding of what you want your assets to do for you and your heirs.
  2. We analyze your current and future income needs and sources
  3. We analyze your current investments, insurances and estate plan.

We work closely with you to fully understand your situation because each relationship and client is distinctive. We have access to a wide variety of products and services that can be targeted specifically to your unique needs and goals. However, we first want to be certain that you understand the importance of having a process to follow and know the right questions to ask in order to identify all the critical facts necessary to make a sound financial decision that is in your best interest before you make any product or service decision.

The Estate and Retirement Planning Center

We’re committed to advising retirees and pre-retirees so they can make informed decisions, leading to better results, regarding growing, preserving and passing on their estate in the most tax-efficient manner.

We do this by providing guidance to help you develop an overall retirement strategy that includes income planning and a variety of insurance, investment and legal products to help you work toward achieving the objectives of that strategy.

The team at The Estate and Retirement Planning Center is here to help ensure you receive all the assistance you need, not only in developing your retirement strategy, but in maintaining it throughout your retirement.

We’re Investment Advisor Representative (IAR), here to ensure that your finances are sound and ready to help you understand every facet of the process so that you are an expert in your financial future. Whether you need help in planning your estate, understanding the world of stocks and bonds, or how to choose the perfect insurance, we have your back. With years of experience behind us, we understand the world of finances through and through. When you work with us, we are always at your disposal – to answer your questions, address any and all concerns, and help strengthen your knowledge about the world of finances so that you understand what we’re doing and why we’re doing it for you.

As IAR’s, we have a legal fiduciary responsibility towards our clients. This means that every choice, every decision, every detail that is made is only in your best interest. There is no middle ground or no secret, backroom deals when it comes to your finances for a Investment Advisor Representative. Clients are truly the number one factor in the minds of IAR’s. You have our guarantee that every decision made in your name will be to further your interests, not our own, not a financial firm, and not that of other parties. It is for that reason that each transaction is made with as much care as is possible. There are little to no risks when working with an IAR.

We want to help you build a sustainable future. We offer sound, solid advice that is tailor made for each client. This means that you will have a personal relationship with your IAR, throughout every step of the process – whether it’s just a handful of consults, or a lifetime relationship. When you work with an IAR, you have the guarantee of good, safe advice and investment options.

Take a moment to speak with us, and we’ll show you exactly how we differ from the average investment adviser.


The Next Step?

For more information about any of the products and services we offer, please click below to schedule a consultation!

 Or give us a call at 724.834.1162